We have a great opportunity for an Administrator to join our Private Wealth Department in the Isle of Man.
At IQ EQ Group we look for smart, fun, interesting individuals who have the passion and commitment to make a difference.
The successful candidate will work as part of a dedicated review team with responsibility for reviewing and risk rating client entities. The role also incorporates providing banking administration support for the Private Wealth team.
What will you do?
- Conduct periodic reviews of a caseload of client entities.
- Complete regular risk assessments of client entities.
- Engage in active communication with client administration teams in relation to reviews, action points and risk ratings.
- Assist with all aspects of client banking transactions, including inputting of payments.
- Proactively work with banks and other intermediaries to ensure a quality service is delivered to our clients.
- Assistance with various projects, as required.